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“ File In Time is a great software tool... This intuitive program can be a valuable practice management aid for accountants...”
- Accounting Today
YOUR WORKLOAD MANAGEMENT SOLUTION FOR ALL YOUR FILING DATES AND PROJECT TASKS
Save Time and Increase Productivity• Over 25 standard reports are always instantly
updated• Set-up auto reminders for tasks due today, this
week, or this month• Instantly roll-forward completed tasks to create
your due date list for the next period/year• Print extension forms and automatically extend
the due date• Create and/or change multiple tasks in batches• Print quick workload reports or generate
formatted pre-defined reports
Increase Staff Efficiency• Give special permissions to specific users• Keep a record of the progress on each task (track
up to 40 status fields) automatically• Create and save task views with specific staff
member’s workload• Generate highly targeted management reports• Maintain historical data for quick access or export
to Excel for easy archiving
File In Time software is the easy way to track all your filing due dates and projects. No matter how many returns you file in your tax practice or department, or how many clients you have, you will always be on top of your workload and make sure that you never miss another filing date.
Designed to Manage Your Office Workload• Customizable to fit your business• Assign multiple services/filings to your clients• Set custom views of your workload• Increase your staff efficiency• Improve record keeping• Print workload reports to keep you and your staff
on schedule
The Standard for Due Date Tracking• Make task tracking easy and accountable• Filter and sort by due date, status, or other criteria
for a quick glance or a detailed picture• Roll-forward completed tasks or extend tasks to
new due date• Filter tasks by dates or status to show only the
relevant jobs• Assign tasks and due dates to various staff levels
s o f t w a r e
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s o f t w a r e
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22 Mauchly, Irvine, CA 92618 • www.TimeValue.com • 800-426-4741 (within USA) • 949-727-1800 • Fax 949-727-3268
To order File In Time Software, call or complete order form and return today!All products are backed by a one year money-back guarantee and unlimited product support for the first year.
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Payment Options (check one): ❑ Visa ❑ MC ❑ Amex ❑ Discover ❑ Check
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Get Started Quickly and Easily• Import client information from a comma or
tab delimited file for quick setup• Assign services with built-in dates for nearly
200 federal and state income tax returns or easily create your own custom services
• Assign service groups to a client for quick multiple task setup
• Choose or create the status codes you need to display for targeted information
Effective tracking of the workload for each staff person and each return is “management.” How well you manage ultimately determines the success of tax season–and the happiness and satisfaction of staff and partners.— JOURNAL OF ACCOUNTANCY
“ I would not try to tackle what I do without File In Time. I recommend it to all my colleagues!”
- H. Widner, CPA
Number of Users: Quantity __________ x $199 = $
❑ Digital Download with PDF User’s Guide $
❑ CD with PDF User’s Guide (Shipping $8) $
Sales Tax 7.75% (CA Only)* $*Sales tax not applicable for download only orders.
Total $
File In Time Annual Maintenance is billed one year after initial purchase and includes annual updates and unlimited product support. Annual Maintenance is $100 per user and is included in the price for the first year.
LICENSE POLICY: Each user is responsible to purchase a license to use File In Time.
INCLUDED
AmountLicense
File In Time System RequirementsComputer: 1 GHz or higherOperating System: Windows XP or higher and Windows Server 2003 or higher(Citrix is being used successfully with no known issues in this environment)Memory: At least 40MB RAMHard Disk Space: 20MB free disk space
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